Tools:Tools:Project CharterProject Charter(Tab 4)(Tab 4)

Project Charter 2

At the end of this module, participants will be able to:

Demonstrate how the Project Charter applies to their work.

TRAINING EXPECTATIONSTRAINING EXPECTATIONS

Project Charter 3

PROJECT CHARTER• Project title:

• Charter is assigned by:

• Brief, general description of project assignment:

• Problem description:

• All or any expected outcomes (include minimums & priorities):

• All parameters (conditions, boundaries, constraints, design criteria) relevant to the effort:

• Clearly described decision-making authority boundaries and flexibilities between the Sponsor(s) and the PL/team:

• Method by which the Sponsor(s) PL/PM/Team will communicate with and support each other:

• Perspectives and expectations on how to go about the work:

• Names, role and responsibilities of all team members, management sponsors, etc.

• Signature blocks:•Area Manager•Program Manager(s)•Project Leader

Project Charter 4

Project CharterProject Charter• Project title: ___

• Charter is assigned by: ___

• Brief, general description of the project assignment: ___

• Problem description: ___

• All or any expectations and outcomes (include minimums & priorities): ___

• All parameters (conditions, boundaries, constraints, design criteria) relevant to the effort: ___

Project Charter 5

Project CharterProject Charter• Clearly described decision-making authority

boundaries and flexibilities between the Sponsor(s) and the PL/PM/Team: ___

• Method by which the Sponsor(s) PL/PM/Team will communicate with and support each other: ___

• Perspectives and expectations on how to go about the work: ___

• Names, roles and responsibilities of all team members, management sponsors, etc.: ___

• Signature blocks: Area Manager Program Manager(s) Project Leader

Project Charter 6

MOUs, IGAs, and ChartersMOUs, IGAs, and Charters• MOUs, IGAs:

• Stand alone legally binding documents between government entities defining roles and fiscal responsibilities

• Charters: • Flexible, informal, internal expectations document,

clarifying nuances around purpose and need, priorities, etc.

• Commitment between project sponsor and project team on what and how to deliver

• Elements from these or any other project-related documents can be incorporated across each other, and should be supportive and helpful to provide consistency, direction, etc.

Project Charter 7

Project Charter…Project Charter…Planning for Planning for Success!Success!• Excellent tool to clarify, agree on and document

Purpose and Need

• Opportunity to identify successful delivery of S.C.O.P.E. values

• Good idea to include key stakeholders, knowledge experts and decision makers during Charter development

• Helps in documenting critical decisions

• Commitment from Program / Sponsor / PL-PM / Team

• Use Charter to facilitate ongoing project management

Project Charter 8

Success Indicators – CharterSuccess Indicators – Charter

• All projects have Charters

• Charters are realistic, “doable” and jointly owned.

• At the end, the Sponsor and Team agree…“This was a good project!”

Project Charter 9

10

RegionRegion ? ?Project CharterProject Charter ProcessProcess

Reg ? – Project Charter

“insert Region specific slides here!”

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Region Region ?? Next Steps Next Steps

• ?

• ?

Reg ? – Project Charter